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- Title
- Partner/Advisorreportedredcapllc.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- R••••••••• C•••••• independent RIA currentsince Oct 13, 2020 · Midland, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 13, 2014 to Oct 14, 2020 · Midland, Tx
- W•••• F•••• A••••••• wirehouseSep 30, 2011 to Jun 16, 2014 · Midland, Tx
- L•• F•••••••• L•• BD affiliatedDec 13, 2007 to Oct 12, 2011 · Midland, Tx
- A••••••• G•••••• S••••••••• I••••••••• unclassifiedDec 12, 2006 to Dec 13, 2007 · Midland, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R••••••••• C••••••left Oct 14, 2020, registered Oct 13, 2020 (-1 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jun 16, 2014, registered Jun 13, 2014 (-3 days) · Wirehouse to wirehouse
- L•• F•••••••• L•• to W•••• F•••• A•••••••left Oct 12, 2011, registered Sep 30, 2011 (-12 days) · Other
- A••••••• G•••••• S••••••••• I••••••••• to L•• F•••••••• L••left Dec 13, 2007, registered Dec 13, 2007 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address